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Portfolio (Quarterly) Guide ↗

Nexus Investment Management ULC

· CIK 0001476329
13F Portfolio $715M AUM 70 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 7 Added 17 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EEM IShares MSCI Emerging Markets ETF 15,000.0 $852K 0.12% NEW $56.79 +14.9%
2 AUGO Aura Minerals Inc. Basic Materials 795.0 $65K 0.01% NEW $81.60 -7.7%
3 WAT Waters Corporation Healthcare 20.0 $6K 0.00% NEW $297.80 +14.2%
4 HQH Abrdn Healthcare Investors Financial Services 101.0 $2K NEW $17.79 +11.8%
5 HQL Abrdn Life Sciences Investors Financial Services 32.0 $521.0 NEW $16.28 +8.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 19.4%
Healthcare 18.3%
Technology 14.7%
Communication Services 12.3%
Consumer Cyclical 10.1%
Industrials 7.8%
Utilities 7.4%
Consumer Defensive 5.3%
Energy 4.6%
Basic Materials 0.0%